See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,191 | $74,888+61.8% | $71,209+70.2% | $142,382-14.9% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 11.36% | 345.14%-333.8pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,057 | $4,454+80.9% | $4,175+93.0% | $6,507+23.8% |
| Admin fee / account holder | $24,104 | $5,568+332.9% | $5,349+350.6% | $12,624+90.9% |